Exploring the transaction management interface
The Transactions menu allows you to track your transactions within the period of your choice (transactions over the day, over the previous day, over the week, over the month or over a specified period).
The use of the FILTERS tool available in the blue section will help you find your transactions.
By default, the Transactions tab displays the transactions of the day. To select the transactions to be displayed, click on the desired period.
- Custom period min. : select the date of your choice. You can add the time, if needed.
Please note that the specified period cannot exceed 6 months.
- Custom period max. : select the date of your choice. You can add the time, if needed.
Each transaction is identified via its order number, status, amount, creation date, payment type, payment method used, etc.
Depending on the transaction status, certain actions can be performed, such as validate, modify, duplicate, cancel the transaction, etc.
For example, the Refund action is displayed if you click on the icon with 3 dots (
) which displays the pop-up menu.
Each action can be identified by its name and an icon.
| Icon | Action | Description |
|---|---|---|
 | Export | Allows you to export the list of transactions in CSV format (compatible with Microsoft Excel). |
 | Filters | Allows you to display the search window with filters. For example, you can search for one or more transactions using their creation date and time, amount, status, order number, etc. |
 | Customize the Columns display. | Allows you to select the columns to be displayed for analyzing the content of your transactions. By default, the Back Office displays the data deemed most relevant, but you can enable/disable the columns of your choice. |
 | Checkbox | Allows you to select one or more transactions before applying an action to that selection, for example, for validating or rejecting the transactions. |
| Context menu for viewing details | This icon is present to the right of each transaction line. By clicking on this icon, you can display the pop-up menu available for this transaction, for example, Details for viewing the transaction details, Refund for refunding the transaction. |
 | Details | Allows to view transaction details. Clicking on this icon allows you to access details, e.g., about the payment method, the buyer, the amount of commissions, the transaction, etc. You will also be able to perform operations with this transaction, such as Refund, Modify, Duplicate, Apply, Reject, etc. |
 | Refund | This operation makes it possible to re-credit a customer’s account after a transaction. The customer account is credited with the refunded amount, the merchant account is debited with the same amount. In some cases, it is possible to partially or fully refund a the transaction amount. The merchant can initiate a refund request at any time. When a refund is issued, Lyra Collect verifies that the payment account balance is sufficient to cover the refunded amount and that this amount is lower than or equal to the initial transaction. Once processed, the refund amount is deducted from the next fund transfer to the merchant. Once the refund is confirmed, a credit transaction line is created in the Back Office. |
 | Modify | Allows, depending on card types, to modify the amount and the date of capture in the bank within certain constraints, for example, the modified amount cannot be greater than the initial amount. |
 | Duplicate | It allows to create a new transaction with the exact same characteristics as the transaction that was used for duplication. A duplicated transaction has the same characteristics as all the other transactions, and it can be duplicated itself. |
 | Apply | Allows to indicate that the transaction can be postponed to the selected submission date. Manual validation is available via Manual review |
 . | Reject | Allows to reject a transaction. Transactions can be rejected via Manual review |
 . | Cancel | Allows to cancel a transaction. This operation can only be performed with transactions that have not been rejected and that have not expired. The cancellation can not be done in several installments and can not be partial. To cancel only a part of the transaction, use the Modify and enter a lower amount that will cancel a part of the transaction. |
